Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 107.73X Cap: $143.65B
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Q: Why does Brookfield spin out subsidiaries rather than keep 100% of their businesses within the parent company like Berkshire? How does the BN approach create greater shareholder value compared to having just one company with all of its bits under one roof?

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Read Answer Asked by Joel on September 29, 2023

• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.22X Cap: $73.39B
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Q: Several analysts during the last couple of weeks recommended on BNN either sell or don't buy TRP.
Can you please comment whether, in your opinion, TRP is a hold or sell ?
Will you recommend averaging down at this level ?
Will also appreciate any comments on the sustainability of the dividend.
Looking at the insider buying/selling information of my discount broker I do not see any substantial ownership by senior management. Can you confirm this ?
Please deduct as many credits as necessary.
Thanks

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Read Answer Asked by Terry on September 29, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 41.02X Cap: $11.01B
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Q: Could we get your thoughts on their 1/4 please?

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Read Answer Asked by Greg on September 29, 2023

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.62X Cap: $195.71B
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• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.52X Cap: $114.05B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 107.73X Cap: $143.65B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 36.9X Cap: $122.97B
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Q: Assuming I would like to divide recent funds into 4 companies that I can set up as DRIP’s and leave for 20 years what would you recommend. I am diversified otherwise.

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Read Answer Asked by Chris on September 28, 2023

• Sangoma Technologies Corporation (STC $6.92)
  • $6.92 Cap: $230M
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Q: Could you please comment on the earning and outlook?

thanks,

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Read Answer Asked by Nicholas on September 28, 2023

• AFLAC Incorporated (AFL $106.84)
  • $106.84 P/E (TTM): 23.91X Cap: $57.14B
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• Prudential Financial Inc. (PRU $103.09)
  • $103.09 P/E (TTM): 22.29X Cap: $36.28B
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• Aegon Ltd. New York Registry Shares (AEG $7.58)
  • $7.58 Cap: $15.20B
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Q: AEG seems unusual in terms of its extremely low dividend payment to cash flow ratio, price/book, and other ratios. Its 12% 3 year dividend growth average is very attractive. However, the negative earnings, etc. are concerning. Is this a stock you would buy? Which North American insurers would be more desirable for growth/safety of dividend?

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Read Answer Asked by David on September 28, 2023

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.04)
  • $59.04 Cap: $22.25B
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Q: hi, what is going on here. price continues to deteriorate? what do you recommend buy hold sell?

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Read Answer Asked by chris on September 28, 2023

Q: Are the Extendible Notes offered by TD Bank as safe as GICs . They offer a slightly better yield on CAD GICs and over 6% on USD . There must be a downside to cause this ... Please explain

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Read Answer Asked by Thomas on September 28, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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Q: Do you have an explanation for the drop in BEP.UN recently?
Thanks,
Debrah

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Read Answer Asked by Debrah on September 28, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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Q: Hello Peter,
The stocks is getting hit quite hard this week. Any major news? Thanks very much

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Read Answer Asked by umedali on September 28, 2023

Q: Everyone, if interest rates stay were they are today ( or higher) for three, four or five years - what would that do to the tech market? Specifically the large tech companies. Clayton

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Read Answer Asked by Clayton on September 28, 2023

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.93X Cap: $4.02T
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• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.67T
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.7X Cap: $3.90T
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• Netflix Inc. (NFLX $1,089.00)
  • $1,089.00 P/E (TTM): 46.89X Cap: $462.74B
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• Ford Motor Company (F $13.06)
  • $13.06 P/E (TTM): 16.97X Cap: $52.03B
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• Oracle Corporation (ORCL $256.89)
  • $256.89 P/E (TTM): 63.73X Cap: $730B
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• Tesla Inc. (TSLA $440.10)
  • $440.10 P/E (TTM): 266.77X Cap: $1.46T
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• Advanced Micro Devices Inc. (AMD $254.84)
  • $254.84 P/E (TTM): 152.62X Cap: $413.56B
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• NIO Inc. American depositary shares each representing one Class A (NIO $7.01)
  • $7.01 Cap: $15.74B
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Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!

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Read Answer Asked by Austin on September 28, 2023

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: does flutter plan to spin out common shares of fan duel to existing common shareholders of flutter? and if so any idea as to the number of shares of fan duel per one common share of flutter thanks Richard

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Read Answer Asked by richard on September 28, 2023

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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Q: Hi Team,
More of a general question. I am enrolled in the GSY dividend DRIP program. When in a DRIP, is the share price in regards to the dividend calculation determined on the ex dividend date? Or on the date the dividend is actually paid? Thanks again;

Shane

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Read Answer Asked by Shane on September 28, 2023

• Global X Laddered Canadian Preferred Share Index Corporate Class ETF (HLPR $33.12)
  • $33.12 Cap: $110M
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Q: Could you recommend this or any other canadian ETFs that is mostly invested in reset preferred shares of canadian companies.

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Read Answer Asked by francois on September 28, 2023

• Intuit Inc. (INTU $656.18)
  • $656.18 P/E (TTM): 47.99X Cap: $182.94B
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.39X Cap: $163.75B
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• Salesforce Inc. (CRM $256.65)
  • $256.65 P/E (TTM): 36.55X Cap: $244.33B
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• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 44.27X Cap: $35.53B
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• Parkland Corporation (PKI $39.92)
  • $39.92 P/E (TTM): 23.91X Cap: $6.96B
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• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.41X Cap: $66.50B
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• EQB Inc. (EQB $87.82)
  • $87.82 P/E (TTM): 9.91X Cap: $3.36B
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• Blackstone Inc. (BX $148.39)
  • $148.39 P/E (TTM): 40.14X Cap: $109.37B
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• Arthur J. Gallagher & Co. (AJG $262.03)
  • $262.03 P/E (TTM): 39.64X Cap: $67.18B
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• Berkshire Hathaway Inc. (BRK.B $478.52)
  • $478.52 P/E (TTM): 16.31X Cap: $1.03T
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Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS

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Read Answer Asked by Jacques on September 28, 2023

Q: Will there be a replay or recording of yesterday's presentation? Thanks, Scott Stewart

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Read Answer Asked by Scott on September 28, 2023

• Africa Oil Corp. (AOI)
  • Cap: $832M
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Q: AOI was sharply lower today. Do you see any news or have any info. Thank you

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Read Answer Asked by Leonard on September 28, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
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Q: THEY SAY HOPE IS NOT STRATEGY, BUT WHAT IS THE HOPE AND ETC. FOR CCL.B?

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Read Answer Asked by Herbert on September 28, 2023

• Novo Nordisk A/S (NVO $50.04)
  • $50.04 P/E (TTM): 14.59X Cap: $363.68B
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• ASML Holding N.V. (ASML $1,075.45)
  • $1,075.45 P/E (TTM): 47.9X Cap: $422.95B
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• SAP SE ADS (SAP $259.19)
  • $259.19 P/E (TTM): 84.32X Cap: $318.41B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $140.88)
  • $140.88 Cap: $4.95B
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• Evolution AB ADR (EVVTY)
  • Cap: $15.49B
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Q: Hello 5i,

I'm looking to get into Europe through multi nationals in the UK. Currently own Rio-tinto and Unilever. If you could name five other dividend paying companies trading on a US exchange worth buying it would be very helpful.
Thank you!

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Read Answer Asked by Mark on September 28, 2023